Charges: Difference between revisions

From CTLTMS
(Added - v0.00.01.25)
 
m (Added - v1.00.01.31778 - buttons)
Line 17: Line 17:


The following actions are available on the Details panel:
The following actions are available on the Details panel:
* '''New''' - create a new record.
* {{Button|New}} - create a new record.
* '''Save''' - save a new record or changes to an existing record.
* {{Button|Save}} - save a new record or changes to an existing record.
* '''Delete''' - delete an existing record.
* {{Button|Delete}} - delete an existing record.
* '''Help''' - help on this screen.
* {{Button|Help}} - help on this screen.
* '''Undo''' - undo change made since last save.
* {{Button|Undo}} - undo change made since last save.
* '''Clear''' - clear all fields.
* {{Button|Clear}} - clear all fields.
* '''Toggle''' - toggle display of all accordion headers.
* {{Button|Toggle}} - toggle display of all accordion headers.




Line 35: Line 35:
You can set the change items for each charge.
You can set the change items for each charge.


You can add charge items by clicking the '''New''' button in the section.  
You can add charge items by clicking the {{Button|New}} button in the section.  


You can edit an existing charge item by selecting the charge item row in the table and then clicking the '''Edit''' button in the section header.
You can edit an existing charge item by selecting the charge item row in the table and then clicking the {{Button|Edit}} button in the section header.


The screen will display a pop-up window to enter the following:
The screen will display a pop-up window to enter the following:
Line 45: Line 45:
You can save your changes with the '''Save''' button, or discard your changes by closing the window.
You can save your changes with the '''Save''' button, or discard your changes by closing the window.


You can delete an existing charge item by selecting the charge item row in the table and then clicking the '''Delete''' button in the section header.
You can delete an existing charge item by selecting the charge item row in the table and then clicking the {{Button|Delete}} button in the section header.





Revision as of 19:24, 30 October 2019

This screen allows you to maintain the charges in the system.


You can query data by and/or choose to display data as follows:

  • Association - the level to which the charge is associated.
  • Name - the name of the charge.
  • Active.
  • Created By.
  • Created Date.
  • Last Updated By.
  • Last Updated Date.
  • Last Active Change By.
  • Last Active Change Date.
  • Last Process Id.
  • Update Counter.


The following actions are available on the Details panel:

  • Button New - create a new record.
  • Button Save - save a new record or changes to an existing record.
  • Button Delete - delete an existing record.
  • Button Help - help on this screen.
  • Button Undo - undo change made since last save.
  • Button Clear - clear all fields.
  • Button Toggle - toggle display of all accordion headers.


You can change or add the following information:

  • Association - the level to which the charge is associated.
  • Name - the name of the charge.


Charge Item section

You can set the change items for each charge.

You can add charge items by clicking the Button New button in the section.

You can edit an existing charge item by selecting the charge item row in the table and then clicking the Button Edit button in the section header.

The screen will display a pop-up window to enter the following:

  • Item.
  • Name.

You can save your changes with the Save button, or discard your changes by closing the window.

You can delete an existing charge item by selecting the charge item row in the table and then clicking the Button Delete button in the section header.


Notes section

You can add notes through the Notes section.

You can click the Button New button in the Notes section to create a new note. This will be tagged with your user name and date/time.

Any notes may be removed by clicking the x in the corner of the note.